Lathrop & Gage’s Wealth Strategies Practice Group has a depth and breadth of experience unmatched in the Midwest. Our extensive experience means we are able to effectively assist individuals, businesses and not-for-profit organizations develop proactive, strategic wealth management plans.

Our goal is to help you plan to efficiently transfer wealth to your chosen beneficiaries with the least tax and administration costs.

Our services include estate, business and tax planning, and the preparation of all related documents. We have specific expertise in issues related to the owners of closely held businesses and the executives of client businesses.

The Lathrop & Gage Wealth Strategies Group utilizes the most sophisticated tax-planning techniques designed to minimize estate, gift and generation-skipping transfer tax and income taxes and the most innovative techniques for plan design.

Our attorneys provide advice and guidance on federal and state regulations, tax questions and other matters to a number of private and public foundations, public charities and charitable trusts.

We advise our clients on a variety of matters, including:

• preparation of wills, trusts and other planning documents
• business succession planning and tax aspects of business transactions
• tax and structural planning for foundations and public charities
• retirement planning
• estate and trust administration
• income tax planning for businesses, individuals and fiduciaries
• estate and generation skipping transfer tax planning
• Internal Revenue Service audits
• trusts and estates litigation and contested tax matters
• lifetime giving planning
• planning for charitable gifts
• organizing and structuring corporations, limited liability companies and limited partnerships
• international estate planning
• preparation of income tax, gift tax and estate tax returns.
• conservatorships and guardianships  
• life insurance planning